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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: brushwud who wrote (183078)	1/15/2006 6:23:49 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Remember when Intel was high end and AMD was low end? Here's what was in the Ads from Best Buy and Circuit City this week: Best Buy Notebooks: AMD $1,500 INTC $1,350 AMD $1.200 INTC $1,200 AMD $850 AMD $750 INTC $550 Featured Best Buy Desktops: AMD $1,060 Featured AMD $930 INTC $850 AMD $520 INTC $460 AMD $320 Circuit City Notebooks AMD $1,550 INTC $1,100 INTC $900 AMD $850 Featured AMD $750 INTC $650 Featured Circuit City Desktops AMD $940 INTC $890 AMD $580 Featured AMD $430

To: brushwud who wrote (183078)	1/15/2006 7:49:17 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Brushwud, No more so than your citation based on figures more than a year old, under different rules, to imply that AMD's options expense under the new rules would be astronomical. a) AMD's profitability for 2005 isn't going to be that much more than in 2004. b) The new rules will have the same method of expensing options, right? c) I never claimed that AMD's option expense will be that much in 2006. More likely that AMD will just hand out fewer options, just like other tech companies including Intel. d) The real hypocrisy, however, was the accusation that Intel really didn't make any money over the past 10 years or so because of all the options they handed out. That led to accusations that Intel cooks their books, yada yada. But lo and behold, AMD's own options turn out to be more "expensive" relative to their profits than Intel, and not a peep out of the formerly indignant 'Droids. e) Personally, I still have a problem with this whole "expensing" nonsense, since to me, the real impact is when the options are exercised, not granted. That'll come when Intel serves the anticipated subpoenas on 'em! Who filed the lawsuit in the first place? AMD. Hence it's AMD who's forcing Intel to defend themselves, with subpoena'd information if necessary. Tenchusatsu